ANDREWS, LUCIA WEALTH MANAGEMENT LLC DCOR Holdings History
ANDREWS, LUCIA WEALTH MANAGEMENT LLC's Dimensional US Core Equity 1 ETF Holding Summary
As of 2025-06-30, ANDREWS, LUCIA WEALTH MANAGEMENT LLC held 6,647.00 shares of Dimensional US Core Equity 1 ETF(DCOR), totaling $444,340.00. This investment constitutes 0.29% of their stock portfolio, and ANDREWS, LUCIA WEALTH MANAGEMENT LLC now holds 0.02% of the outstanding Dimensional US Core Equity 1 ETF(DCOR) stock.
The initial trade took place in 2025Q2. And since then ANDREWS, LUCIA WEALTH MANAGEMENT LLC has made 1 purchases of DCOR, at an average price of $62.20, for a total of 6,647.00 shares. Based on historical transaction data and DCOR's current price of $68.08, ANDREWS, LUCIA WEALTH MANAGEMENT LLC's estimated gain on his DCOR holdings is $39,084.36, reflecting a 9.45% gain to date.
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DCOR ($68.08) Holding Chart
ANDREWS, LUCIA WEALTH MANAGEMENT LLC DCOR ($68.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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